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Claudeforce use-case finder
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Team/role: [TEAM/ROLE]
Current workflows and pain points, as specifically as you can:
[CURRENT WORKFLOWS AND PAIN POINTS]
From this, identify candidate use cases for Claude connected to
Salesforce data. For each one:
1. The specific recurring task, and who does it today
2. Value: what would actually improve if this worked
3. Risk: what could go wrong if it acted with the wrong data or
the wrong permission
4. Data sensitivity: what kind of data this touches
5. Feasibility: does this need write access, or just read
Reject generic ideas ("summarize things," "answer questions"). Only
include workflows with a real, named friction point today.Related templates
- Claudeforce pilot readiness checklist A pre-pilot review of permissions, scope, data exposure, governance, and success measures.
- Claudeforce vs Agentforce decision sheet A structured comparison of where each fits, overlap, constraints, and open questions.